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5 Best Performing Real Estate Mutual Funds Year to Date

Mutual funds investing the real estate sector should be a necessary addition to portfolios with a long term horizon even though the sector has traversed rough waters in the recent past. Real estate mutual funds have delivered significantly high returns in the past and offer a convenient method for investing in this sector. With their low initial investment requirements, well diversified portfolios and professional management they can go a long way in lowering the risk involved. They also bring stability and steady returns to portfolios over the long term.

ProFunds Real Estate UltraSectorA (REPSX - Free Report) invests in securities and derivatives which together should provide daily returns identical to 1.5 times that of the Dow Jones U.S. Real Estate Index. The index tracks the performance of real estate companies listed on domestic equity markets. The growth mutual fund returned 22.07% over the last one year period.

Hratch Najarian the Fund Manager and he has been managing this real estate mutual fund since 2011.

Cohen & Steers Realty Income A (CSEIX - Free Report) invests in securities issued by those companies which are related to real estate. A maximum of 20% of assets is also invested in debt issued or backed by real estate firms. The growth mutual fund returned 17.07% over the last one year period.

The real estate mutual fund has an expense ratio of 1.25% compared to a category average of 1.35%.

Forward Real Estate Long/Short A (KSRAX - Free Report) seeks total return and capital growth on a long term basis. The fund invests the majority of its assets in securities of those companies which are involved in real estate industry. Investments are made in domestic and foreign companies inclusive of those from emerging nations. The growth mutual fund returned 20.38% over the last one year period.

As of December 2012, this real-estate mutual fund held 117 issues, with 4.59% of its total assets invested in Simon Property Group Inc.

Stratton Real Estate (STMDX - Free Report) invests a large share of its assets in real estate firms and related companies. A minimum of 25% of its assets are invested in REITs. The fund may purchase equity securities issued by companies regardless of their size. It also invests in debt securities without regard to their maturity periods. The growth mutual fund returned 18.02% over the last one year period.

Andrew T. DiZio is the Fund Manager and he has been managing this real estate mutual fund since 2012.

Forward Real Estate (FFREX - Free Report) seeks a capital growth along with income. The fund invests the majority of its assets in securities of companies which are related directly to the real estate sector. The growth mutual fund returned 17.42% over the last one year period.

The real estate mutual fund has an expense ratio of 1.67% compared to a category average of 1.35%.

By applying the Zacks Rank to mutual funds, investors can find funds that not only outpaced the market in the past but are also expected to outperform going forward. Learn more about the Zacks Mutual Fund Rank at https://www.zacks.com/funds.

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At the center of everything we do is a strong commitment to independent research and sharing its profitable discoveries with investors. This dedication to giving investors a trading advantage led to the creation of our proven Zacks Rank stock-rating system. Since 1988 it has nearly tripled the S&P 500 with an average gain of +26% per year. These returns cover a period from 1988-2015 and were examined and attested by Baker Tilly Virchow Krause, LLP, an independent accounting firm.

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